Three nouns sit at the centre of the CRM. They mean what they mean in every B2B sales tool you’ve used — with a couple of Five Minutes specifics worth flagging.
Account
A company you’re selling to. Carries firmographic basics — name, domain, country — plus whatever custom fields your tenant has enabled from the library (industry, company size, and any pack-specific ones like the Medical Centre Pack’s FTE Doctor Count).
Contact
A person inside an account. Contacts hold persona slots — Champion, Economic Buyer, and so on — instead of a flat “role” field. See Persona templates for how the slot list is defined.
Opportunity
A deal. Tied to one account, scoped to one Client. Carries:
- A tenant-configurable stage.
- A primary amount in a currency (AUD is the default).
- The three-range commit band — see Three-range forecasting.
- A MEDDPICC structured block if your tenant has opted in.
- An AI insights block of fields the agents have extracted, collapsed by default.
- An expected close date.
What’s NOT here
Leads as a separate noun. In the CRM, a not-yet-qualified prospect is a Contact on an Account in an early stage — the Contact-then-Lead split that older CRMs use just becomes friction.